Fernando
Gallo Argerich

Morgan Stanley

CRD#4443600
Investment Advisor
in Miami, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Fernando Gallo Argerich is a financial advisor operating out of Miami, Florida with 1 year of industry experience. Gallo Argerich is on the advisory team at Morgan Stanley. The advisor has gained experience at Ubs Financial Services Inc, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Gallo Argerich maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Texas. Morgan Stanley is a financial advisory firm that has its headquarters in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 people on staff. It handles $1 trillion in total assets among its 2,233,188 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Morgan Stanley offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules largely are based on the type of services provided. Fee types billed by Morgan Stanley can include any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

200 South Biscayne Boulevard Suite 1100
Miami, FL 33131

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

FL Average: $7,464,549,021
Total Number of Employees

28,000

FL Average: 88
Total Number of Accounts

2,233,188

FL Average: 3,892
Average Account Size

$530,659

FL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Fernando Gallo Argerich Work History

Fernando has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Morgan Stanley Smith Barney LLC

2022 - Present (2 years)

Morgan Stanley Private Bank, N.A

2014 - 2022 (8 years)

Ubs Financial Services Inc

2013 - 2014 (1 year)

Ubs Financial Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Fernando Gallo Argerich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Johnny Williams
Columbia, SC
Lu Song
San Antonio, TX
Russell Huebschle
Oakland, CA
William Dilodovico
Fort Lauderdale, FL
Charles Doering
Walnut Creek, CA
Dori Stegmann
Saint Louis, MO
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started